WELCOME TO OUR TRAINING SPACE!
We are thrilled to have you here and excited to guide you through our user-friendly client portal. This training page is designed to empower you with the knowledge and skills you need to make the most of our platform.
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Permits by Mirza ("PBM") has selected Teamwork as its client portal partner to streamline the processing of your permitting projects. Teamwork is user-friendly and provides extensive support to all users. Below, you'll find some videos to assist you in navigating through your initial project. Should you require personalized one-on-one support or training for yourself and your team, please don't hesitate to reach out to us. We're here to help.
Please check out these short videos on some of the most common tasks to get you started.
COLLABORATION INVITE
It begins with an invitation. Once you've furnished all the necessary information to initiate your project, we will assemble the application package and any required forms. These will be sent to you through the portal for your review and/or signature. Your next step will be to examine and/or sign the documents before returning them to us.
YOUR PROJECT TASKS
The permit package is organized into projects and further subdivided into task lists. These task lists will be assigned to both you and our team. Our primary business revolves around the collaboration between you and our team to ensure efficient progress and successful permit approvals for the projects.
DOWNLOAD FILE FROM TASK
The permit forms and documents will be uploaded to the respective tasks and can be securely and safely downloaded. The process is straightforward.
UPLOAD FILE TO TASK
When you're prepared to submit the signed forms, site plans, and drawings, please follow the provided instructions to upload the files to the appropriate task.
REQUEST STATUS UPDATE
Requesting an update from the portal is a simple process. All your project files and communications are securely stored in one central location.
PROJECT MESSAGING
If you wish to send a project-related message that doesn't pertain to any particular task, you can utilize the messaging feature for that purpose.
NOTIFICATION SETTINGS
​Teamwork is configured to notify all project stakeholders whenever there is any activity. However, if you'd rather not receive an abundance of notifications or want to customize their frequency, you can easily do so with a straightforward adjustment.
MILESTONES
You can monitor the project's advancement by keeping an eye on the project's milestones feature. Whenever a milestone is reached, our permit coordinator will update and mark it as completed, and you will receive a notification. Additionally, checking the progress of any project is as straightforward as clicking a single button.
We will be adding more videos and training continually, so keep checking in.
Need training or support? Please email us at info@permitsbymirza.com and request training.
(727) 408-6991